Bartlett & Co Wealth Management’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $228K | Hold |
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|
2025
Q2 | $210K | Hold |
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|
2025
Q1 | $195K | Hold |
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|
2024
Q4 | $211K | Hold |
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|
2024
Q3 | $211K | Hold |
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|
2024
Q2 | $194K | Hold |
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|
2024
Q1 | $202K | Hold |
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|
2023
Q4 | $195K | Hold |
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|
2023
Q3 | $170K | Hold |
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|
2023
Q2 | $179K | Hold |
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|
2023
Q1 | $171K | Hold |
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|
2022
Q4 | $164K | Hold |
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|
2022
Q3 | $154K | Hold |
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|
2022
Q2 | $159K | Hold |
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|
2022
Q1 | $193K | Hold |
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|
2021
Q4 | $206K | Hold |
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|
2021
Q3 | $202K | Hold |
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|
2021
Q2 | $211K | Hold |
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|
2021
Q1 | $206K | Hold |
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|
2020
Q4 | $178K | Hold |
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|
2020
Q3 | $141K | Hold |
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|
2020
Q2 | $136K | Buy |
|